One of the leaders of Ascendant Wealth Partners, Jonathan is a financial expert with nearly two decades of experience.

 
 

Priding himself on a thorough, organized, and highly responsive approach, he is a trusted advisor on the finances of affluent families and foundations.

As an accountant at an international professional services firm, Jonathan developed an expert understanding of tax as well as his signature “no stone unturned” approach to client service, one he built upon as he gained further experience in corporate finance, investments, and wealth management. Most recently, Jonathan served as a Vice-President at a leading Canadian wealth management boutique. Jonathan is a Chartered Professional Accountant (CPA, CA) and a Chartered Investment Manager (CIM). He holds an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School at Western University.

Jonathan enjoys seeing the value he provides to people, a passion that extends beyond his work: Jonathan has been a member of Toronto Hebrew Memorial Parks investment committee for the past 10 years; as well, he has been involved with Pancreatic Cancer Canada since 2019, and currently chairs the non-profit’s board.

In his down time, Jonathan and his wife, Romy, get plenty of entertainment from their young daughters, Ava and Addison. Jonathan also likes to stay active, be it getting out on the golf course or playing men’s league hockey with the same group of guys he started out skating alongside as a child.